About Daniel

Daniel Hinchey is a Massachusetts attorney who combines legal practice and financial credentialing in his work. He holds the Chartered Financial Analyst designation and has built a practice that reflects each legal and investment worries. His base is in Massachusetts, where he holds professional memberships in state and local bar organizations in addition to in monetary societies.

He has been a member of the State Bar of Massachusetts since 2013. That membership marks his status in the state legal network and anchors a profession spent advising individuals and households on things related to wealth transfer and financial stewardship. His CFA credential sits alongside his legal credentials and alerts a familiarity with investment evaluation that clients frequently find useful when handling complicated estates.

Hinchey practices at Bespoke Trusts & Estates, LLC. The company name describes the practice area he works in: trusts, estates and associated planning. His role there facilities on assisting clients structure estates, draft confidence files, and control administration tasks after a demise or incapacity. He works with executors, trustees and beneficiaries on procedural and substantive issues that occur at some point of administration.

His background in finance informs numerous aspects of his legal work. Membership within the Boston Security Analysts Society and the CFA Institute reflects ongoing engagement with investment professionals. That engagement may be helpful when estates include concentrated stock positions, business pursuits, or combined-asset portfolios that require valuation and tax-sensitive disposition.

Hinchey also keeps ties to the local legal community. He is a recent member of the Lawrence Bar Association, which connects him to peers within the area. Those local connections frequently come into play when property work calls for coordination with probate courts, local fiduciaries or other attorneys in close by jurisdictions.

In practice he blends legal drafting, fiduciary counseling and financial evaluation. He handles property planning, trust management and related funding matters for clients in Massachusetts. His recent practice concentrates on estate making plans, trust administration and associated funding things for clients across the state.

Languages

English (Spoken, Written)

Experience

Lawyer

Bespoke Trusts & Estates, LLC

Accepted Jurisdictions

Massachusetts

Certifications & Awards

CFA

CFA Institute

Professional Associations

Lawrence Bar Association

has membership Current

Boston Security Analysts Society

has membership Current

CFA Institute

has membership Current

State Bar of Massachusetts

has membership 2013 - Current

Office Locations

Main Office

 2 Merrimack Street Suite 505 Haverhill MA 01830